Overview
Assets Under Management: $328 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 116
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 116
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,122
Discretionary Accounts: 1,122
Regulatory Filings
CRD Number: 329448
Last Filing Date: 2025-02-07 00:00:00
Website: https://dinsmorecomplianceservices.com